Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,538 | $57,828+25.4% | $117,039-38.0% | $70,131+3.4% |
| Participation rate | 46.4% | 67.1%-20.7pp | 77.2%-30.8pp | 69.5%-23.1pp |
| Annual return | 17.04% | 17.55%-0.5pp | 18.95%-1.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,594 | $1,816-12.2% | $3,785-57.9% | $2,342-31.9% |
| Participant deferral / active EE | $2,030 | $2,438-16.7% | $3,929-48.3% | $3,332-39.1% |
| Admin fee / account holder | $610 | $3,548-82.8% | $5,974-89.8% | $4,645-86.9% |